Insight Holdings
Latest statistics and disclosures from Insight Holdings Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NCNO, S, UDMY, MNDY, WKME, and represent 81.81% of Insight Holdings Group's stock portfolio.
- Added to shares of these 10 stocks: TEAM (+$26M), MSFT (+$15M), PCOR (+$11M), TSM (+$8.3M), NVDA (+$7.5M), FROG (+$7.1M), AMZN (+$6.9M), FTNT (+$6.8M), CRM (+$6.4M), CRWD.
- Started 5 new stock positions in TEAM, FTNT, SQ, MDB, NET.
- Reduced shares in these 10 stocks: MNDY (-$563M), UDMY (-$59M), GOOGL (-$22M), Atlassian Corp Plc cl a (-$17M), DDOG (-$12M), APPF (-$7.0M), OKTA, DIBS, , .
- Sold out of its positions in MA, ORCL, Atlassian Corp Plc cl a.
- Insight Holdings Group was a net seller of stock by $-580M.
- Insight Holdings Group has $4.1B in assets under management (AUM), dropping by 7.51%.
- Central Index Key (CIK): 0001305473
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Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ncino (NCNO) | 31.8 | $1.3B | 39M | 33.63 |
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| Sentinelone Cl A (S) | 22.9 | $951M | 35M | 27.44 |
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| Udemy (UDMY) | 13.5 | $560M | -9% | 38M | 14.73 |
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| Monday SHS (MNDY) | 7.3 | $304M | -64% | 1.6M | 187.81 |
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| Walkme Ord Shs (WKME) | 6.2 | $259M | 24M | 10.67 |
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| E2open Parent Holdings Com Cl A (ETWO) | 5.3 | $219M | 50M | 4.39 |
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| Microsoft Corporation (MSFT) | 1.5 | $61M | +31% | 162k | 376.04 |
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| Amazon (AMZN) | 1.4 | $56M | +14% | 369k | 151.94 |
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| The Real Brokerage Com New (REAX) | 1.3 | $55M | 35M | 1.60 |
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| Meta Platforms Cl A (META) | 1.3 | $54M | 152k | 353.96 |
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| Alteryx Com Cl A | 1.0 | $43M | 912k | 47.16 |
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| salesforce (CRM) | 0.7 | $29M | +28% | 109k | 263.14 |
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| Appfolio Com Cl A (APPF) | 0.6 | $27M | -20% | 153k | 173.24 |
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| Atlassian Corporation Cl A (TEAM) | 0.6 | $26M | NEW | 110k | 237.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $24M | -47% | 171k | 139.69 |
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| NVIDIA Corporation (NVDA) | 0.5 | $23M | +50% | 46k | 495.22 |
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| 1stdibs (DIBS) | 0.5 | $22M | -8% | 4.6M | 4.68 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $17M | +21% | 68k | 255.32 |
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| Datadog Cl A Com (DDOG) | 0.4 | $17M | -40% | 139k | 121.38 |
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| Okta Cl A (OKTA) | 0.3 | $15M | -12% | 160k | 90.53 |
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| Jfrog Ord Shs (FROG) | 0.3 | $14M | +100% | 411k | 34.61 |
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| Ptc (PTC) | 0.3 | $14M | +11% | 78k | 174.96 |
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| Procore Technologies (PCOR) | 0.3 | $12M | +899% | 169k | 69.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $9.0M | +1087% | 87k | 104.00 |
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| Fortinet (FTNT) | 0.2 | $6.8M | NEW | 116k | 58.53 |
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| Workday Cl A (WDAY) | 0.1 | $3.3M | +112% | 12k | 276.06 |
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| Palo Alto Networks (PANW) | 0.1 | $2.5M | +14% | 8.5k | 294.88 |
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| Advanced Micro Devices (AMD) | 0.0 | $2.1M | +141% | 14k | 147.41 |
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| Applied Materials (AMAT) | 0.0 | $1.3M | +122% | 8.0k | 162.07 |
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| Block Cl A (SQ) | 0.0 | $1.2M | NEW | 15k | 77.35 |
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| Cloudflare Cl A Com (NET) | 0.0 | $1.1M | NEW | 14k | 83.26 |
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| Mongodb Cl A (MDB) | 0.0 | $1.1M | NEW | 2.7k | 408.85 |
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Past Filings by Insight Holdings Group
SEC 13F filings are viewable for Insight Holdings Group going back to 2012
- Insight Holdings Group 2023 Q4 filed Feb. 12, 2024
- Insight Holdings Group 2023 Q3 filed Nov. 13, 2023
- Insight Holdings Group 2023 Q2 filed Aug. 14, 2023
- Insight Holdings Group 2023 Q1 restated filed May 16, 2023
- Insight Holdings Group 2023 Q1 filed May 12, 2023
- Insight Holdings Group 2022 Q4 filed Feb. 13, 2023
- Insight Holdings Group 2022 Q3 filed Nov. 14, 2022
- Insight Holdings Group 2022 Q2 filed Aug. 11, 2022
- Insight Holdings Group 2021 Q4 restated filed May 13, 2022
- Insight Holdings Group 2022 Q1 filed May 13, 2022
- Insight Holdings Group 2021 Q4 restated filed Feb. 18, 2022
- Insight Holdings Group 2021 Q4 filed Feb. 15, 2022
- Insight Holdings Group 2021 Q3 filed Nov. 15, 2021
- Insight Holdings Group 2021 Q1 restated filed Aug. 16, 2021
- Insight Holdings Group 2021 Q2 filed Aug. 13, 2021
- Insight Holdings Group 2021 Q1 filed May 14, 2021